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Ep9. Week 23–29/11: Can Europe play catch-up on AI chip race? Also: Revolut, Picnic, Skeleton, SAP and Delivery Hero

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Manage episode 522217902 series 3700905
Content provided by Asif Rajani. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Asif Rajani or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this week’s episode of EuroTech, we break down the biggest moves shaping Europe’s tech landscape — from fintech milestones to deep-tech breakthroughs and massive industrial investments.

We cover:

  • Delivery Hero’s investor pressure and what it signals for Europe’s maturing tech markets
  • Atomico’s 2025 State of European Tech Report — the rise of AI startups and Europe’s trillion-euro ambition
  • SAP’s EU AI Cloud and the race for sovereign AI infrastructure
  • ESA’s €22.1B space budget and what it means for Europe’s geopolitical footing
  • Picnic, Stellantis, CATL, Skeleton Technologies — a wave of industrial-scale innovation
  • Revolut’s stunning $75B valuation, redefining what European fintech scale looks like

And in our deep dive:

"Europe in the Global AI Chip Race" — where Nvidia, Google, Huawei, and AMD fit in, Europe’s underappreciated strengths in the semiconductor value chain, and the five scenarios where Europe could leapfrog into tech leadership by 2035.

From energy storage breakthroughs to semiconductor strategy, from space to fintech, this week reveals a Europe that’s not just catching up — but actively shaping the next decade of global tech.

Music from #Uppbeat
https://uppbeat.io/t/tatami/ride-and-prejudice

  continue reading

9 episodes

Artwork
iconShare
 
Manage episode 522217902 series 3700905
Content provided by Asif Rajani. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Asif Rajani or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this week’s episode of EuroTech, we break down the biggest moves shaping Europe’s tech landscape — from fintech milestones to deep-tech breakthroughs and massive industrial investments.

We cover:

  • Delivery Hero’s investor pressure and what it signals for Europe’s maturing tech markets
  • Atomico’s 2025 State of European Tech Report — the rise of AI startups and Europe’s trillion-euro ambition
  • SAP’s EU AI Cloud and the race for sovereign AI infrastructure
  • ESA’s €22.1B space budget and what it means for Europe’s geopolitical footing
  • Picnic, Stellantis, CATL, Skeleton Technologies — a wave of industrial-scale innovation
  • Revolut’s stunning $75B valuation, redefining what European fintech scale looks like

And in our deep dive:

"Europe in the Global AI Chip Race" — where Nvidia, Google, Huawei, and AMD fit in, Europe’s underappreciated strengths in the semiconductor value chain, and the five scenarios where Europe could leapfrog into tech leadership by 2035.

From energy storage breakthroughs to semiconductor strategy, from space to fintech, this week reveals a Europe that’s not just catching up — but actively shaping the next decade of global tech.

Music from #Uppbeat
https://uppbeat.io/t/tatami/ride-and-prejudice

  continue reading

9 episodes

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